JWCA
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J.W. Cole Advisors’s Spire SR Stock Holding History

J.W. Cole Advisors’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$243K Sell
3,109
-300
-9% -$25.8K ﹤0.01% 1392
2026
Q1 		$309K Hold
3,409
– – 0.01% 620
2025
Q4 		$282K Sell
3,409
-1,960
-37% -$167K 0.01% 1129
2025
Q3 		$438K Hold
5,369
– – 0.01% 1047
2025
Q2 		$392K Buy
5,369
+1,760
+49% +$132K 0.01% 1014
2025
Q1 		$282K Buy
+3,609
New +$264K 0.01% 995

Other funds holding SR

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

J.W. Cole Advisors's SR Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Spire (SR) stake by 8.8% in Q2 2026, selling an estimated $25.8K and leaving 3,109 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

J.W. Cole Advisors first reported a position in SR in Q1 2025 and has held it in 6 quarters since. The position peaked at $438K in Q3 2025. 121 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • J.W. Cole Advisors held 3,109 shares of Spire worth $243K as of Q2 2026.
  • J.W. Cole Advisors sold 300 Spire shares in Q2 2026, an estimated $25.8K.
  • Spire made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1392 holding.
  • J.W. Cole Advisors first reported a position in Spire in Q1 2025 and has held it in 6 quarters since.
  • J.W. Cole Advisors's Spire position peaked at $438K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.